Johnston Asset Management as of Sept. 30, 2013
Portfolio Holdings for Johnston Asset Management
Johnston Asset Management holds 75 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Diageo (DEO) | 10.3 | $155M | 1.2M | 127.09 | |
Qiagen | 6.8 | $103M | 4.8M | 21.40 | |
Asml Holding (ASML) | 6.2 | $92M | 934k | 98.75 | |
Mindray Medical International | 4.8 | $72M | 1.9M | 38.89 | |
ICICI Bank (IBN) | 3.6 | $54M | 1.8M | 30.51 | |
Celgene Corporation | 2.9 | $43M | 279k | 154.14 | |
Adobe Systems Incorporated (ADBE) | 2.8 | $42M | 816k | 51.95 | |
2.5 | $38M | 43k | 875.84 | ||
EOG Resources (EOG) | 2.5 | $37M | 218k | 169.28 | |
Shire | 2.5 | $37M | 306k | 119.89 | |
Schlumberger (SLB) | 2.4 | $36M | 406k | 88.32 | |
Pall Corporation | 2.4 | $36M | 465k | 77.04 | |
Cognizant Technology Solutions (CTSH) | 2.4 | $35M | 428k | 82.12 | |
NetApp (NTAP) | 2.2 | $33M | 773k | 42.63 | |
Toyota Motor Corporation (TM) | 2.2 | $33M | 256k | 128.03 | |
Abb (ABBNY) | 2.2 | $33M | 1.4M | 23.59 | |
Credit Suisse Group | 2.1 | $32M | 1.0M | 30.55 | |
EMC Corporation | 2.0 | $29M | 1.1M | 25.55 | |
HSBC Holdings (HSBC) | 1.9 | $29M | 539k | 54.26 | |
Qualcomm (QCOM) | 1.9 | $28M | 416k | 67.30 | |
ORIX Corporation (IX) | 1.9 | $28M | 342k | 81.82 | |
Comcast Corporation (CMCSA) | 1.8 | $28M | 610k | 45.12 | |
Apple (AAPL) | 1.7 | $26M | 54k | 476.81 | |
Marsh & McLennan Companies (MMC) | 1.7 | $26M | 592k | 43.55 | |
Automatic Data Processing (ADP) | 1.7 | $26M | 354k | 72.38 | |
General Electric Company | 1.7 | $25M | 1.1M | 23.89 | |
Medtronic | 1.5 | $23M | 430k | 53.25 | |
Varian Medical Systems | 1.4 | $21M | 287k | 74.73 | |
FLIR Systems | 1.3 | $20M | 629k | 31.41 | |
Cisco Systems (CSCO) | 1.3 | $19M | 805k | 23.43 | |
Johnson & Johnson (JNJ) | 1.2 | $19M | 216k | 86.69 | |
Cerner Corporation | 1.2 | $18M | 345k | 52.55 | |
Cytec Industries | 1.2 | $18M | 221k | 81.36 | |
Microsoft Corporation (MSFT) | 1.1 | $17M | 517k | 33.28 | |
Quest Diagnostics Incorporated (DGX) | 1.1 | $16M | 264k | 61.79 | |
KLA-Tencor Corporation (KLAC) | 1.0 | $15M | 243k | 60.85 | |
Stanley Black & Decker (SWK) | 0.9 | $14M | 149k | 90.57 | |
Teradata Corporation (TDC) | 0.9 | $13M | 234k | 55.42 | |
Amgen (AMGN) | 0.9 | $13M | 115k | 111.93 | |
Monsanto Company | 0.8 | $12M | 112k | 104.37 | |
Occidental Petroleum Corporation (OXY) | 0.7 | $11M | 116k | 93.54 | |
Becton, Dickinson and (BDX) | 0.7 | $11M | 108k | 100.02 | |
Sap (SAP) | 0.7 | $9.9M | 134k | 73.92 | |
Enterprise Products Partners (EPD) | 0.6 | $8.2M | 134k | 61.04 | |
Fresenius Medical Care AG & Co. (FMS) | 0.6 | $8.3M | 255k | 32.38 | |
Edwards Lifesciences (EW) | 0.5 | $8.1M | 116k | 69.80 | |
F5 Networks (FFIV) | 0.5 | $7.6M | 89k | 85.81 | |
Sony Corporation (SONY) | 0.3 | $4.3M | 199k | 21.52 | |
Mitsubishi UFJ Financial (MUFG) | 0.3 | $4.2M | 653k | 6.41 | |
Teva Pharmaceutical Industries (TEVA) | 0.2 | $3.6M | 95k | 37.78 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | 32k | 86.03 | |
Abbvie (ABBV) | 0.2 | $2.4M | 53k | 44.72 | |
Novartis (NVS) | 0.1 | $2.3M | 30k | 76.72 | |
Liberty Property Trust | 0.1 | $2.3M | 63k | 35.59 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $2.0M | 117k | 16.96 | |
Vodafone | 0.1 | $2.0M | 56k | 35.19 | |
Abbott Laboratories (ABT) | 0.1 | $1.8M | 53k | 33.19 | |
Nomura Holdings (NMR) | 0.1 | $1.8M | 236k | 7.81 | |
M&T Bank Corporation (MTB) | 0.1 | $1.7M | 15k | 111.89 | |
Procter & Gamble Company (PG) | 0.1 | $1.7M | 22k | 75.61 | |
Oneok Partners | 0.1 | $1.4M | 26k | 52.99 | |
Energy Transfer Partners | 0.1 | $1.3M | 25k | 52.06 | |
Highwoods Properties (HIW) | 0.1 | $1.1M | 30k | 35.30 | |
At&t (T) | 0.1 | $698k | 21k | 33.80 | |
Westpac Banking Corporation | 0.1 | $719k | 23k | 30.69 | |
Merck & Co (MRK) | 0.0 | $591k | 12k | 47.62 | |
Royal Dutch Shell | 0.0 | $525k | 8.0k | 65.62 | |
Coca-Cola Company (KO) | 0.0 | $411k | 11k | 37.86 | |
Chevron Corporation (CVX) | 0.0 | $450k | 3.7k | 121.39 | |
Microchip Technology (MCHP) | 0.0 | $399k | 9.9k | 40.30 | |
Union Pacific Corporation (UNP) | 0.0 | $497k | 3.2k | 155.31 | |
Targa Resources Partners | 0.0 | $376k | 7.3k | 51.51 | |
Kinder Morgan Energy Partners | 0.0 | $411k | 5.2k | 79.81 | |
Hershey Company (HSY) | 0.0 | $268k | 2.9k | 92.41 | |
Fulton Financial (FULT) | 0.0 | $266k | 23k | 11.69 |